@TheStoicCapital Avatar @TheStoicCapital Stoic Cap

Stoic Cap posts on X about $te, $onds, $asts, solar the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 33.33% stocks #5834 financial services #293 technology brands 4.07% celebrities 2.44% countries 1.63%

Social topic influence $te #4, $onds #31, $asts #16, solar #547, $krknf #1, ai 10.57%, $nbis #32, this is 9.76%, asts 7.32%, stocks #1038

Top accounts mentioned or mentioned by @ckcapitalxx @sjcapitalinvest @coffeestocksguy @ashvin22932 @ryansfinance @itssaltyyyy @trizzlex69 @crnainvestor @spacanpanman @t1energy @realdorianjames @jonathanl98857 @joshtradeoption @charlesland123 @investwithdylan @stockfanapp @fatc88 @itsrobertburns @retail_mourinho @augcurio

Top assets mentioned Ondas Holdings Inc. Common Stock (ONDS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Palantir Technologies Inc. (PLTR) Goldman Sachs (GS) BlackRock Inc (BLK) Eos Energy Enterprises, Inc. (EOSE)

Top Social Posts

Top posts by engagements in the last [--] hours

"$ONDS went from $10 to $5 did you buy It now went from $15 to $7 did you buy"
X Link 2026-02-08T18:21Z [---] followers, [---] engagements

"This and my stocks at: $ASTS $1000 $NBIS $500 $ONDS $100 $KRKNF $50 $TE $50 Is all a man needs"
X Link 2026-02-09T02:00Z [---] followers, [---] engagements

"$TE / T1 Energy heading into a big moment. Q4 earnings are expected to be higher than the previous three quarters combined ☀"
X Link 2026-02-09T15:10Z [---] followers, [----] engagements

"People sleeping on this: $TE x Palantir. Thats not a marketing deal thats data-driven manufacturing. Better yields. Tighter supply chain. Faster scale. Exactly what you want in a domestic solar buildout story. Follow the money 📈💸 $TE 🤝 $PLTR https://t.co/6Dsnrg8nzo Follow the money 📈💸 $TE 🤝 $PLTR https://t.co/6Dsnrg8nzo"
X Link 2026-02-10T15:21Z [---] followers, [---] engagements

"$TE highlighting workforce scale is a real execution signal. [----] in Dallas. [----] planned in Austin. 100+ at HQ. You dont hire thousands of workers and engineers for a story. Thats manufacturing scale and production ramp. ☀☀☀ Are you an engineer A rogue engineer Come to Austin. https://t.co/l68sINaror Are you an engineer A rogue engineer Come to Austin. https://t.co/l68sINaror"
X Link 2026-02-10T22:41Z [---] followers, [---] engagements

"$TE institutional accumulation is picking up. BNP Paribas: +5483% increase ($9.7M position) Goldman Sachs: +266% increase ($9.6M) Follow the money"
X Link 2026-02-11T13:18Z [---] followers, [---] engagements

"BREAKING NEWS: January jobs growth hits 130K vs 65K expected"
X Link 2026-02-11T13:36Z [---] followers, [--] engagements

"@CoffeeStocksGuy Agreed its a yellow flag imho not the best timing and agree they should explain it love your coverage on $TE"
X Link 2026-02-11T13:37Z [---] followers, [---] engagements

"Price down. Institutions still accumulating. Panic is loud. Smart money is patient. $TE will prevail ☀☀☀"
X Link 2026-02-11T15:42Z [---] followers, [----] engagements

"$TE ☀☀☀ - short term PA means nothing know what you own"
X Link 2026-02-11T18:38Z [---] followers, [---] engagements

"@CKCapitalxx People acting like the $TE CAO change is some huge anomaly I understand the timing is odd but nothing of huge concern. Look at her career multiple roles over the years some shorter stints. Thats common in finance leadership especially in growth and restructuring phases"
X Link 2026-02-11T20:49Z [---] followers, [---] engagements

"@CKCapitalxx Also key: wasnt an outside hire it was an internal promotion from their SEC reporting team so continuity on the books. Has public-company accounting experience from Valero plus Big [--] background (KPMG Deloitte). Looks like a structured transition"
X Link 2026-02-11T20:51Z [---] followers, [---] engagements

"@CKCapitalxx That said $TE should address it clearly transparency helps. I understand the shock. But the filing itself didnt show accounting disputes restatements auditor issues or control problems. Just a leadership change and internal promotion"
X Link 2026-02-11T20:52Z [---] followers, [---] engagements

"$ASTS Offering News No $ASTS did not blow up shareholders. The market is reacting to convertible notes without understanding what actually happened. ASTS just raised $1B+ in converts due [----] while retiring part of nearer-term debt. That extends maturities and funds the constellation build without constant emergency raises. Yes converts = potential dilution. Thats real. But this is a capital-intensive space network build. Funding comes before cash flow in this business. What didnt change: BlueBird satellites validating in orbit Launch cadence increasing Defense contracts expanding 50+ MNO"
X Link 2026-02-12T00:35Z [---] followers, [---] engagements

"Do not be shocked if $ONDS doubles from here. Defense + AI edge + contracts stacking. This one doesnt need hype. It needs time"
X Link 2026-02-12T00:37Z [---] followers, [---] engagements

"$NBIS reports 4Q25 tomorrow (pre-market 7-8AM ET). Street expectations: Revenue: $243M (+515% YoY) EBITDA: $40M (17% margin) Net Income: -$151M Are you holding through earnings"
X Link 2026-02-12T01:00Z [---] followers, [---] engagements

"$ONDS 🤝 Anduril Pay attention"
X Link 2026-02-12T01:02Z [---] followers, [---] engagements

"@KawzInvests Me and you both buying any $ASTS dip that comes our way"
X Link 2026-02-12T01:06Z [---] followers, [---] engagements

"I bought: $ASTS at $60 $ONDS at $4 $KRKNF at $2 $TE at $3 I have only one job: hold. This will be me and all my loved ones in 2030:"
X Link 2026-02-12T01:12Z [---] followers, [----] engagements

"@retail_mourinho 33% short interest on a company like $ONDS 580%+ YoY 60%+ QoQ Let's see how this plays out ha"
X Link 2026-02-12T01:15Z [---] followers, [---] engagements

"@ashvin22932 If there was a real accounting issue theyd have to disclose it. No dispute no restatement no auditor change. Earnings will tell us more than guesses"
X Link 2026-02-12T02:48Z [---] followers, [---] engagements

"$TE Institutions are adding aggressively while price scares people out. BNP Paribas increased its position +5483% Goldman Sachs increased +266% Follow the money"
X Link 2026-02-12T11:23Z [---] followers, [----] engagements

"$NBIS earnings drama but I think we should zoom out here. Revenue +547% YoY to $228M Core AI revenue +802% YoY Adj. EBITDA 24% in Q4 Positive adj. EBITDA at group level Cash $3.7B [----] capacity raised to 3.0GW ARR guidance pointing to $79B run-rate Insane. Bought the dip"
X Link 2026-02-12T12:09Z [---] followers, [----] engagements

"@trizzlex69 @CKCapitalxx Yup but investors will panic without looking into all the finer details I guess"
X Link 2026-02-12T13:40Z [---] followers, [--] engagements

"Reached out to $TE IR. Response was straightforward: the 8-K says what it needs to say. Internal promotion planned based on performance. No disputes disclosed. Best approach is to focus on what is in the filing not infer what isnt. Theres a lot of noise around $TE especially the CAO transition. Heres the grounded breakdown. What happened: On Feb [--] T1 Energy replaced its CAO Denise Cruz and immediately promoted Tom Mahrer internally to Chief Accounting Officer & Corporate Controller. Mahrer joined https://t.co/wHzMlOqdZQ Theres a lot of noise around $TE especially the CAO transition. Heres the"
X Link 2026-02-12T14:01Z [---] followers, [----] engagements

"@Cheeze_Champ That would be our quant"
X Link 2026-02-12T14:29Z [---] followers, [--] engagements

"🚨 SENATE COMMERCE COMMITTEE APPROVES BILL TO SPEED APPROVALS FOR NEW SATELLITE LAUNCHES SPACE TIMELINES JUST GOT SHORTER. https://twitter.com/i/web/status/2021968103240835252 https://twitter.com/i/web/status/2021968103240835252"
X Link 2026-02-12T15:22Z [---] followers, [---] engagements

"@ryansfinance You adding Whats your thoughts"
X Link 2026-02-12T15:46Z [---] followers, [--] engagements

"@CRNAinvestor Exactly People hear offering and just straight out panic. Those that understand will enjoy these dips"
X Link 2026-02-12T16:45Z [---] followers, [---] engagements

"It's a bad day not a bad life. Red days are a part of the process it is days like these you are tested. My advice Deploy cash (if you have) for any high conviction plays and just enjoy your day doing what you love. I promise it really is that simple"
X Link 2026-02-12T16:47Z [---] followers, [--] engagements

"@ryansfinance Sounds good $ONDS is a favourite of mine will add on any dip imo"
X Link 2026-02-12T16:48Z [---] followers, [---] engagements

"How can I not buy more: $KRKNF $ONDS $ASTS $TE In days like this Remember you invest for the future you in 1+ years these stocks will trade way higher"
X Link 2026-02-12T18:15Z [---] followers, [----] engagements

"$TE heading into a big moment. Q4 revenue is expected to be higher than the previous three quarters combined. ☀☀☀"
X Link 2026-02-12T18:53Z [---] followers, [----] engagements

"BlackRock just increased its $ONDS position to [-------] shares. Thats +2273961 shares this quarter. A 45% increase. https://www.sec.gov/Archives/edgar/data/2012383/000201238326000920/xslForm13F_X02/form13fInfoTable.xml https://www.sec.gov/Archives/edgar/data/2012383/000201238326000920/xslForm13F_X02/form13fInfoTable.xml"
X Link 2026-02-12T19:36Z [---] followers, [---] engagements

"$ASTS good beef watch whilst market capitulates $ASTS: This is going to be fun and 🌶 https://t.co/NadV8ZtFEi $ASTS: This is going to be fun and 🌶 https://t.co/NadV8ZtFEi"
X Link 2026-02-12T23:40Z [---] followers, [----] engagements

"$TE update: Treasury + IRS finally released the Prohibited Foreign Entity / FEOC guidance. This guidance determines whether solar manufacturers can keep accessing key U.S. incentives (45X + downstream tax credit eligibility). Its been one of the biggest unknowns hanging over U.S. solar supply chains. My read: the guidance appears to be largely in-line with what the market expected i.e. no surprise tightening that would suddenly disqualify compliant U.S. producers. For $TE specifically this is important because the main bear concern wasnt can they build modules it was can they stay compliant"
X Link 2026-02-13T04:36Z [---] followers, [----] engagements

"$ONDS 145M shares short into a company ramping revenue 250% YoY and landing defence contracts I could not be short IMO. 145M https://t.co/XaZ0gKxO7r 145M https://t.co/XaZ0gKxO7r"
X Link 2026-02-13T10:41Z [---] followers, [----] engagements

"Energy is the new currency. Eric Schmidt: America needs [--] gigawatts in the next 3-5 years The real demand from hyperscalers for AI data centers is otherworldly they need [--] to [--] gigawatts EACH The real economics are being most felt in the infrastructure buildout powering the next wave of AI https://t.co/Xe05b7i1xr Eric Schmidt: America needs [--] gigawatts in the next 3-5 years The real demand from hyperscalers for AI data centers is otherworldly they need [--] to [--] gigawatts EACH The real economics are being most felt in the infrastructure buildout powering the next wave of AI"
X Link 2026-02-13T10:43Z [---] followers, [--] engagements

"B Riley reduces $ASTS PT from $105 - $95. Absolutely devastating. (its not)"
X Link 2026-02-13T13:26Z [---] followers, [---] engagements

"$ONDS acquires UK defense startup Rotron Aerospace. Theyve agreed to acquire UK-based Rotron Aerospace a developer of long-range autonomous aerial platforms + one-way strike systems designed for low-cost scalable deployment in contested environments. This isnt random M&A its a clear move to: Expand into long-range strike + NATO-aligned programs Add defense-grade aero engines + UAS capability Strengthen their full vertical stack (air + ground + comms) Weve already seen them add UGVs (Roboteam) now layering in long-range UAV/effector tech. $ONDS is positioning as a multi-domain autonomous"
X Link 2026-02-13T13:45Z [---] followers, [----] engagements

"$ONDS secures a new multi-million-dollar European order for its Iron Drone Raider counter-UAS system following successful deployment protecting critical infrastructure in a NATO country. This isnt a pilot anymore its operational adoption and expansion. repeat orders after proven performance growing EU/NATO demand for counter-drone systems 24/7 autonomous airspace protection capability AI + drones increasing threat Governments need scalable counter-UAS $ONDS already deployed and getting paid Market still pricing this like a small cap story. The contracts say otherwise."
X Link 2026-02-13T13:48Z [---] followers, [---] engagements

"JANUARY CPI INFLATION CPI 2.4% YoY vs Est. 2.5% Core CPI 2.5% YoY vs. Est. 2.5%"
X Link 2026-02-13T13:51Z [---] followers, [---] engagements

"@CKCapitalxx Inflation is clearly cooling and moving back toward the Feds 2% target. That gives the Fed more room to cut rates in [----]. Lower rates = cheaper money = higher valuations especially for growth/high beta names. Lets go"
X Link 2026-02-13T13:53Z [---] followers, [--] engagements

"$ONDS. Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd"
X Link 2026-02-13T13:54Z [---] followers, [---] engagements

"$ONDS finally the price action it deserves"
X Link 2026-02-13T15:33Z [---] followers, [---] engagements

"$NBIS testing the bears a new one. $NBIS earnings drama but I think we should zoom out here. Revenue +547% YoY to $228M Core AI revenue +802% YoY Adj. EBITDA 24% in Q4 Positive adj. EBITDA at group level Cash $3.7B [----] capacity raised to 3.0GW ARR guidance pointing to $79B run-rate https://t.co/yrm9IdvkLi $NBIS earnings drama but I think we should zoom out here. Revenue +547% YoY to $228M Core AI revenue +802% YoY Adj. EBITDA 24% in Q4 Positive adj. EBITDA at group level Cash $3.7B [----] capacity raised to 3.0GW ARR guidance pointing to $79B run-rate https://t.co/yrm9IdvkLi"
X Link 2026-02-13T15:34Z [---] followers, [---] engagements

"$TE is still the U.S. solar + AI power play. Demand for power is exploding. Domestic supply is limited. That imbalance doesnt disappear"
X Link 2026-02-13T15:35Z [---] followers, [---] engagements

"$TE The real bottleneck for AI + data centres isnt chips its power. The U.S. needs tens of GW of new capacity fast and hyperscalers are locking in multi-GW solar PPAs in Texas right now. At the same time policy has shifted the industry to domestic compliant supply chains (IRA/45X tariffs FEOC). That creates a supply constraint in U.S. solar manufacturing. Thats where $TE sits. Theyre building a U.S. solar manufacturing platform: G1 Dallas: large-scale module production already running G2 Austin: 2.1GW domestic cell capacity online late [----] (+ expansion planned) Positioned to capture 45X"
X Link 2026-02-13T15:49Z [---] followers, [---] engagements

"$NBIS. Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA"
X Link 2026-02-13T16:28Z [---] followers, [---] engagements

"$ASTS in a nutshell"
X Link 2026-02-13T20:33Z [---] followers, [---] engagements

"$NBIS From $530M $30B+ revenue in [--] years. Thats not growth thats hyperscale. AI infrastructure is exploding and $NBIS is right in the middle of it. Hard to fade a company building the backbone of the next compute cycle"
X Link 2026-02-14T00:32Z [---] followers, [----] engagements

"Whats the most undervalued stock in the market right now"
X Link 2026-02-14T00:34Z [---] followers, [---] engagements

"You can bet on LIVE TRAFFIC right now. This might be the top they're gambling on live traffic now.we're cooked. https://t.co/GGNDAXz3u4 they're gambling on live traffic now.we're cooked. https://t.co/GGNDAXz3u4"
X Link 2026-02-14T00:35Z [---] followers, [---] engagements

"$TE institutional accumulation keeps coming in 13Fs rolling in. UBS +3.9M Vanguard +3.8M Renaissance +3.6M BNP +1.4M Goldman +1.1M The transition to serious ownership is underway. Institutional ownership ATH. (s/o @spacanpanman for tracking)"
X Link 2026-02-12T20:12Z [---] followers, [----] engagements

"BlackRock just told you what time it is. $NBIS isnt noise. Its positioning. 💥BREAKING: BLACKROCK FILES 9.43M SHARE POSITION IN $NBIS BlackRock just disclosed ownership of [-------] shares of Nebius Group N.V. worth $789M as of Dec [--]. Previous filing showed just [-----] shares. A reported 39418% increase quarter over quarter. https://t.co/DO3gtxULwN 💥BREAKING: BLACKROCK FILES 9.43M SHARE POSITION IN $NBIS BlackRock just disclosed ownership of [-------] shares of Nebius Group N.V. worth $789M as of Dec [--]. Previous filing showed just [-----] shares. A reported 39418% increase quarter over quarter."
X Link 2026-02-16T21:53Z [---] followers, [----] engagements

"$ASTS diluted at: $3.10 $4.75 $5.50 $5.75 $72.07 $78.61 $96.30 (TODAY) Red days are never fun. But look at the pattern. Each raise brought short-term pressure. Each one funded the next stage of satellite deployment and network expansion. Know what you own"
X Link 2026-02-12T01:52Z [---] followers, 21K engagements

"$ONDS. Revenue scaling from $48M $170180M in [--] months = 250%+ YoY growth Backlog now $65M (+180%) with $300M+ bookings pipeline into [----] Operating right in the middle of: counter-UAS autonomous drones / robotics private wireless networks All NDAA compliant. U.S. built. Macro tailwinds are massive: counter-drone market projected $2030B+ by [----] DoD targeting 200000+ drone procurement by [----] Execution already showing: Blue UAS cleared (opens DoD procurement channel) FAA BVLOS approved (commercial scale ops) APAC defence contract + U.S. border contracts already won acquisitions expanding"
X Link 2026-02-13T10:30Z [---] followers, [----] engagements

"This is exactly what you want to see from $TE management right now. Instead of going quiet after volatility theyre stepping up and addressing the core thesis: execution domestic moat data center demand and G2 Austin ramp. Ill be listening closely☀ great work @SJCapitalInvest Next Wednesday (2/18) at 8pm ET I am hosting Jeff Spittel Executive Vice President of Investor Relations & Corporate Development at @T1_Energy ( $TE) Live on X Spaces. This event is designed to give the Retail Investor community access and information traditionally reserved https://t.co/c88gskUrr9 Next Wednesday (2/18) at"
X Link 2026-02-14T00:27Z [---] followers, [----] engagements

"RT @SJCapitalInvest: $TE Link to space has been added to the upcoming event with EVP Corp Dev/Investor relations Jeff Spittel This is tru"
X Link 2026-02-14T16:59Z [---] followers, [--] engagements

"This is the real bottleneck for AI not chips not software. It is power. Every hyperscaler is scrambling for GW-scale energy right now. Solar + storage is the fastest way to deploy it. The next leg of AI isnt compute its electricity. One of the reasons I am bullish $TE. Former $GOOGL CEO Eric Schmidt: Were running out of electricity. I testified in congress we need [--] gigawatts more power the average nuclear power plant is [---] gigawatts you see the problem https://t.co/NECwqSm3h7 Former $GOOGL CEO Eric Schmidt: Were running out of electricity. I testified in congress we need [--] gigawatts more"
X Link 2026-02-14T18:51Z [---] followers, [----] engagements

"Energy is the new currency. Solar is already the dominant source of new U.S. power and AI demand is about to accelerate it even more. The bottleneck now is domestic supply. Thats exactly where $TE is building. I am HUGE on energy this year. Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar capacity from the end of https://t.co/hxbV0jV9lx Solar is now the dominant source of new U.S. power capacity and"
X Link 2026-02-15T00:19Z [---] followers, [----] engagements

"RT @itssaltyyyy: $TE will be a $20 stock this year. Solar is the future"
X Link 2026-02-15T01:28Z [---] followers, [--] engagements

"@itssaltyyyy Trust me as long as execution and ramping goes as expected people eventually will not be able to ignore I really dont understand how people are not seeing it tbh"
X Link 2026-02-15T01:29Z [---] followers, [--] engagements

"🚨 BlackRock just loaded up on $NBIS 9.43M shares now held ($789M position) as of Dec [--]. Previous filing Just 23K shares. Thats a 39000%+ increase QoQ. When the largest asset manager in the world sizes in like this I think its worth you pay attention"
X Link 2026-02-15T19:04Z [---] followers, [----] engagements

"POV: You remember the markets are closed tomorrow"
X Link 2026-02-15T19:09Z [---] followers, [---] engagements

"@Warrenn_Buffe Absolutely couldnt have said it better. Many see these red days as panic but its really another chance to pick high conviction stocks and double down"
X Link 2026-02-16T00:14Z [---] followers, [--] engagements

"Ray Dalio just posted for the first time in a while. He just dropped the most important piece youll read in [----]. Read it. https://t.co/tjmbT5ytUN https://t.co/tjmbT5ytUN"
X Link 2026-02-16T01:09Z [---] followers, [---] engagements

"Energy breakout You buy the infrastructure powering it. $TE domestic solar manufacturing capacity $EOSE grid-scale energy storage Generation + storage = the real bottleneck. Here's where Energy stocks are and here's what happened when Gold hit the same breakout. https://t.co/V9BiIhJPGN Here's where Energy stocks are and here's what happened when Gold hit the same breakout. https://t.co/V9BiIhJPGN"
X Link 2026-02-17T01:24Z [---] followers, [---] engagements

"Theres a lot of noise around $TE especially the CAO transition. Heres the grounded breakdown. What happened: On Feb [--] T1 Energy replaced its CAO Denise Cruz and immediately promoted Tom Mahrer internally to Chief Accounting Officer & Corporate Controller. Mahrer joined @T1_Energy in October [----] as Director of SEC Reporting. He was already embedded in the reporting process and familiar with the books. This was not an external emergency hire or a scramble it was an internal promotion. His background: Big [--] (Deloitte KPMG) Years at Valero Energy handling technical accounting and SEC reporting"
X Link 2026-02-12T00:28Z [---] followers, 17K engagements

"$TE I think this sell-off looks overdone. The story hasnt changed. Everyone is trading headlines + macro Im watching the fundamentals: Revenue already ramping hard (last qtr $210M vs $132M prior) Q4 expected to be bigger than the previous [--] quarters combined 5GW U.S. module capacity already running (G1 Dallas) 2.1GW cell fab (G2 Austin) coming online into [----] demand wave Section 45X credits boosting margins + cash flow This isnt a commodity solar name it is a domestic manufacturing into a structural power bottleneck driven by AI + data centers. Hyperscalers are signing multi-GW PPAs in"
X Link 2026-02-14T01:11Z [---] followers, [----] engagements

"Im bullish on energy as a whole especially solar but within that Im most convicted on $TE. The demand tailwind is massive (AI/data centers electrification grid shortages) and I like $TEs positioning with U.S. domestic manufacturing and policy support. Sector is strong but $TE is my highest conviction play. https://twitter.com/i/web/status/2023122168855552395 https://twitter.com/i/web/status/2023122168855552395"
X Link 2026-02-15T19:48Z [---] followers, [---] engagements

"What do we think for the market next week PUMP DUMP PUMP DUMP"
X Link 2026-02-16T21:41Z [---] followers, [---] engagements

"The companies of the future are being built right in front of us: $ASTS $PLTR $NBIS $ONDS $TE $KRKNF Space. AI. Energy. Defense. Autonomy. If you understand where the world is going you understand this list. Did I miss any"
X Link 2026-02-16T21:50Z [---] followers, [----] engagements

"$ONDS If your conviction ever fades just look at this photo"
X Link 2026-02-17T01:26Z [---] followers, [----] engagements

"$TE: Treasury FEOC guidance just dropped and it supports T1s 45X tax credit eligibility. Thats the key overhang on the model. margins work cash flow unlocks U.S. manufacturing scales At the same time they bring in a Senior VP Legal from Skadden exactly the kind of hire you make when youre about to scale financing contracts and compliance at size. This isnt random. Structure validation scale. The regulatory risk is fading. Now its execution. https://ir.t1energy.com/news-releases/news-release-details/treasury-guidance-supports-t1s-tax-credit-eligibility"
X Link 2026-02-17T12:12Z [---] followers, [----] engagements

"@realDorianJames 😂if it gets to $50 Id go all in"
X Link 2026-02-17T09:14Z [---] followers, [--] engagements

"Its literally right in your face $TE. Elon Musk talking about solar dominating future electricity. Even Trump pushing U.S. energy independence + domestic power buildout. AI data centers need gigawatts we dont have. $TE is building U.S. solar manufacturing at scale right into that demand. Crazy how people are not seeing this. Solar will utterly dominate future electricity production Solar will utterly dominate future electricity production"
X Link 2026-02-15T00:18Z [---] followers, 12.2K engagements

"🚨 Norges Bank just dropped a $5B+ position into $PLTR. One of the largest sovereign wealth funds in the world is clearly not guessing. Is $PLTR a buy here"
X Link 2026-02-16T15:35Z [---] followers, 23.3K engagements

"4 stocks for the next decade: $ONDS Autonomous drone systems + private wireless networks for defense and critical infrastructure. AI-enabled unmanned + secure comms = modern battlefield stack. $TE U.S. solar manufacturer scaling domestic module production to meet AI/data center power demand + energy independence. $ASTS Space-based cellular network enabling direct-to-phone connectivity globally across telecom defense IoT and sensing. $KRKNF Supplies SeaPower batteries + AquaPix sonar to Andurils autonomous undersea platforms (Dive-LD Ghost Shark Copperhead). Critical infrastructure for"
X Link 2026-02-16T16:00Z [---] followers, [----] engagements

"People saying this is bearish for $ONDS dont understand the stack. SpaceX/xAI building autonomy doesnt remove the need for detection counter-drone systems and secure comms it increases it. Tell me you dont understand the stock without telling me. BREAKING: SpaceX and xAI are competing in a secretive new US Pentagon contest to produce voice-controlled autonomous drone swarming technology per Bloomberg. The winner of the challenge will be awarded $100 million. BREAKING: SpaceX and xAI are competing in a secretive new US Pentagon contest to produce voice-controlled autonomous drone swarming"
X Link 2026-02-16T20:10Z [---] followers, [----] engagements

"This is the @anduriltech CEO talking about Kraken Robotics. Let that sink in. $KRKNF isnt a maybe supplier its a core OEM layer in the Wests autonomous undersea stack. Direct Anduril proxy. Kraken provides: - SeaPower pressure-tolerant batteries (endurance deep-water ops) - AquaPix SAS sonar (high-resolution seabed + target detection) These sit inside Andurils key platforms: - Dive-LD - Ghost Shark XL-AUV - broader seabed sensor / autonomous networks Anduril builds the vehicles. Kraken provides the power + sensing that make them viable at scale. Anduril is already building a 100k+ sq ft"
X Link 2026-02-16T23:11Z [---] followers, 10.7K engagements

"$PLTR lands $7.6M Australian Defence contract Palantir will supply an ICT system platform to Australias DoD another ally adding PLTR into core defence infrastructure. At the same time PFCS Forward just got cleared for on-prem + edge deployments (IL5/IL6). Meaning Gotham Foundry & AIP can now run anywhere data centres vehicles tactical edge. This is exactly how PLTR wins: start with one contract expand across the stack and become mission critical. @michaeljburry👀 https://twitter.com/i/web/status/2023782731352523124 https://twitter.com/i/web/status/2023782731352523124"
X Link 2026-02-17T15:32Z [---] followers, [---] engagements

"What are your best stock picks for 2026👀"
X Link 2026-02-08T19:13Z [---] followers, [--] engagements

"All you need is these x4 stocks to retire: $KRKNF $ONDS $ASTS $TE"
X Link 2026-02-09T15:27Z [---] followers, [---] engagements

"Dont overthink it. $KRKNF is one for the future"
X Link 2026-02-10T22:43Z [---] followers, [---] engagements

"Remember when $ASTS did a convert in Jan [----] When it dropped 10% went sideways and then ripped 50% in [--] days Know what you own"
X Link 2026-02-12T00:50Z [---] followers, [----] engagements

"$KRKNF Krakheads have spotted what appears to be a new Anduril UUV in the Quonset lineup. Not (yet) listed on Andurils site. Size-wise it looks larger than Dive-LD smaller than Ghost Shark XL potentially a new mid-class platform. Bigger hull usually means more battery more endurance bullish $KRKNF / $PNG.V. https://twitter.com/i/web/status/2021987769917059383 https://twitter.com/i/web/status/2021987769917059383"
X Link 2026-02-12T16:40Z [---] followers, [----] engagements

"$ONDS. $3.9B Market Cap. $1.5B in cash on the balance sheet. 35% short interest. Let that sink in"
X Link 2026-02-13T15:21Z [---] followers, [----] engagements

"Amit x Michael Burry beef was not on my [----] bingo card ngl💀"
X Link 2026-02-15T00:22Z [---] followers, [---] engagements

"Do NOT give up. It only takes one good day to turn into a good week to turn into a good year to change your life. Just keep showing up. Then momentum does the rest. Dont quit before it happens. You will live the life you once prayed for"
X Link 2026-02-15T00:25Z [---] followers, [---] engagements

"@JonathanL98857 Good ol reliable you in any small caps"
X Link 2026-02-15T01:18Z [---] followers, [---] engagements

"@OGTrada Definitely will take a look into it its been on my list. I love defence and definitely anything Anduril especially $KRKNF any [----] predictions"
X Link 2026-02-15T01:23Z [---] followers, [---] engagements

"RT @elonmusk: Solar will utterly dominate future electricity production"
X Link 2026-02-15T01:28Z [---] followers, [----] engagements

"@JoshTradeOption @charlesland123 Another one on my list Im very bullish on energy this year. Have you taken a look at $TE yet Will definitely look into $EOSE. Love your X too bro keep up the good work💯"
X Link 2026-02-15T02:20Z [---] followers, [---] engagements

"You must train. Train your body and train your mind. Physically and mentally every single day. Discipline compounds into freedom. Become the best version of yourself and you will flourish in all avenues of life"
X Link 2026-02-15T02:28Z [---] followers, [---] engagements

"Market rips or dips $ONDS just keeps executing regardless. Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd"
X Link 2026-02-15T13:52Z [---] followers, [----] engagements

"@InvestWithDylan Which dont you have"
X Link 2026-02-15T14:41Z [---] followers, [---] engagements

"@SJCapitalInvest Ive always said the hardest part of investing is doing nothing. Most people lose not because theyre wrong but because they cant sit still long enough to be right"
X Link 2026-02-15T14:54Z [---] followers, [---] engagements

"@NesztingerA $ASTS is and will continue to be a winner so no worries there. $RKLB Im yet to start a position but seen a lot of comments so will be looking into it for sure"
X Link 2026-02-15T21:24Z [---] followers, [---] engagements

"Goldman Sachs raises $NBIS price target to $160 and maintains BUY. Re-rates are starting to come in after their strongest earnings yet. Institutions are stepping in. The market is waking up. $NBIS is becoming one of the most important AI infrastructure plays in the market"
X Link 2026-02-16T01:01Z [---] followers, [----] engagements

"@StockFanApp Fundamentals are already firing for $NBIS once price catches up momentum could flip hard"
X Link 2026-02-16T01:02Z [---] followers, [---] engagements

"@fatc88 Definitely interesting I am more interested in $IREN than $CIFR atm though"
X Link 2026-02-16T01:03Z [---] followers, [---] engagements

"Dont fall in love with your stocks me with: $ONDS $KRKNF $ASTS $TE"
X Link 2026-02-16T12:28Z [---] followers, [----] engagements

"$PLTR is down 40% from its all time highs. But the fundamentals did not drop 40% they got stronger. Latest numbers: Revenue: $1.41B (+70% YoY +12% QoQ) Net Income: $609M (record profitability) Free Cash Flow: $730M+ for the quarter Cash on balance sheet: $5B+ with zero debt Gross Margin: 82% Operating Margin: 45% Palantir is no longer a story company. They are and have proved to continue to be a high-margin highly profitable cash machine. Growth Engine: U.S. Commercial revenue: +137% YoY Total customer count: +40%+ YoY Large deals ($1M+): accelerating Total contract value signed in the"
X Link 2026-02-16T16:31Z [---] followers, [----] engagements

"Its [----]. You open your portfolio and its $5 MILLION. Whats the first thing youre doing"
X Link 2026-02-16T20:20Z [---] followers, [---] engagements

"What is THE stock of 2026"
X Link 2026-02-16T20:20Z [---] followers, [---] engagements

"RT @TheStoicCapital: Its literally right in your face $TE. Elon Musk talking about solar dominating future electricity. Even Trump push"
X Link 2026-02-17T01:05Z [---] followers, [--] engagements

"@SJCapitalInvest Exactly. Senior VP Legal doesnt leave Skadden for a story he leaves for a pipeline. Hes seen the deals the RWE work FEOC compliance and the buildout from the inside. This is scale being built properly. $TE"
X Link 2026-02-17T01:30Z [---] followers, [---] engagements

"People are sleeping on $ASTS and missing the bigger picture. You dont value AST on todays revenue you value it on what it becomes once the constellation is live. Deutsche Bank says $48B is CONSERVATIVE using [----] EBITDA and 40% growth. Markets still around $30B"
X Link 2026-02-17T01:34Z [---] followers, [----] engagements

"Do not underestimate how big this is for $TE. You dont pull a Senior VP Legal out of Skadden for optics you do it when deal flow compliance and scaling are about to accelerate. This is what the early stages of a real U.S. energy manufacturing platform look like"
X Link 2026-02-17T01:39Z [---] followers, [---] engagements

"Ray Dalio bag holding gold in [----] was not on my list. ⚠RAY DALIO ISSUES STARK WARNING AMID GLOBAL SYTEM RESET Sell debt assets and buy gold. The world order as we knew it is gone. We are heading into very very dark times. https://t.co/A88VP0ABFV ⚠RAY DALIO ISSUES STARK WARNING AMID GLOBAL SYTEM RESET Sell debt assets and buy gold. The world order as we knew it is gone. We are heading into very very dark times. https://t.co/A88VP0ABFV"
X Link 2026-02-17T01:41Z [---] followers, [---] engagements

"$ASTS is a $250 stock trading at $80. $TE is a $20 stock trading at $6. $ONDS is a $30 stock trading at $9. $KRKNF is a $20 stock trading at $5. $PLTR is a $250 stock trading at $130. $NBIS is a $200 stock trading at $90"
X Link 2026-02-17T01:45Z [---] followers, [----] engagements

"$PLTR just put up one of the most ridiculous quarters in the market and the market sold it off 40%. They are building the operating system for data + AI used by governments militaries and enterprises to make real-time decisions. Q4: $1.4B revenue (+70%) $791M FCF (+53%) US commercial +137% US gov +66% Rule of [--] = 127% RDV +145% TCV +138% Theyre embedded in defense energy healthcare manufacturing the core infrastructure layer for the West. What am I missing here 🤔"
X Link 2026-02-17T12:00Z [---] followers, [----] engagements

"$TE IR this morning Treasury FEOC guidance supports T1s 45X tax credit eligibility. This is huge for the model: validates their compliance work protects margins unlocks cash flow at scale Regulatory overhang fading in real time. Now its G1 ramp + execution"
X Link 2026-02-17T12:47Z [---] followers, [---] engagements

"@CoffeeStocksGuy Agreed this is exactly what execution looks like. Regulatory clarity + domestic supply chain + serious hires. Cant wait for the X Spaces by @SJCapitalInvest on Wednesday"
X Link 2026-02-17T12:53Z [---] followers, [---] engagements

"$ONDS just keeps delivering. Contract after contract. Execution on execution. Now a German State Police deal for Sentrycs airspace protection Real-world law enforcement deployment New portable Scout system launching Counter-drone market set to triple by [----] This team is relentless building a global counter-UAS platform in real time. Market still sleeping. https://www.ondas.com/post/ondas-sentrycs-secures-german-state-police-contract-to-enhance-airspace-protection https://www.ondas.com/post/ondas-sentrycs-secures-german-state-police-contract-to-enhance-airspace-protection"
X Link 2026-02-17T13:52Z [---] followers, [---] engagements

"$ONDS 🚨 Ondas Sentrycs chosen by German State Police for counter-drone systems. With the handheld C-UAS market projected at $9.8B over the next [--] years this positions Ondas right at the centre of a rapidly expanding security sector"
X Link 2026-02-17T14:51Z [---] followers, [---] engagements

"4 Generational Stocks To Retire: $ASTS $ONDS $KRKNF $TE Am I missing any"
X Link 2026-02-14T21:43Z [---] followers, 24.4K engagements

"$KRKNF / $PNG.V Canada just committed to hitting 2%+ NATO defense spending in the upcoming budget. More naval investment More undersea infrastructure More autonomous defense systems Thats directly bullish for $KRKNF the battery + sonar backbone of next-gen undersea warfare. The story is just starting. Canada will spend more of its growing military budget with domestic firms under a strategy meant to unleash more than C$500 billion ($369 billion) in investment over a decade. https://t.co/5wrjYodKtN Canada will spend more of its growing military budget with domestic firms under a strategy meant"
X Link 2026-02-16T18:16Z [---] followers, [----] engagements

"@itsRobertBurns Cmon bro I know when you look at $ONDS this is you😂😂"
X Link 2026-02-16T21:07Z [---] followers, [---] engagements

"New Senior VP Legal hire at $TE. Thats not an optics hire. Thats a scale hire. Hes been advising T1 since day one now moving in-house right as: U.S. solar manufacturing ramps FEOC compliance becomes critical domestic energy buildout accelerates Ex-Skadden. M&A. Cross-border structuring. $TE looks like its gearing up for its next phase"
X Link 2026-02-17T01:21Z [---] followers, [----] engagements

"@april_april2025 Indeed"
X Link 2026-02-17T16:49Z [---] followers, [--] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing